Carolina Estate Planning, a client-centered North Carolina estate and elder law firm, seeks a Trust Funding Coordinator to ensure clients’ trusts are properly implemented and maintained. In this detail-focused role, you’ll gather and analyze financial and property information, prepare asset schedules, coordinate with financial institutions, and track funding progress from start to finish. You’ll work closely with attorneys, paralegals, and clients to explain funding steps, resolve issues, and document changes, helping families fully align their assets with customized estate plans for long-term protection and peace of mind.
Trust Funding Coordinator in houston at Unknown Company
This position is listed as full time and onsite.